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AppLovin Corp（APP）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Roper Technologies的季度营收约是AppLovin Corp的1.1倍（$2.1B vs $1.8B），AppLovin Corp净利率更高（65.5% vs 15.8%，领先49.7%），AppLovin Corp同比增速更快（59.0% vs 11.3%），AppLovin Corp自由现金流更多（$1.3B vs $507.0M），过去两年AppLovin Corp的营收复合增速更高（30.6% vs 10.5%）
AppLovin是总部位于美国加利福尼亚州帕洛阿尔托的移动科技公司，成立于2012年，旗下拥有SSP MAX、DSP AppDiscovery营销平台及SparkLabs创意工作室，可为开发者提供应用推广、变现、分析及发行服务，同时也对多家移动游戏发行商开展投资。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
APP vs ROP — 直观对比
营收规模更大
ROP
是对方的1.1倍
$1.8B
营收增速更快
APP
高出47.7%
11.3%
净利率更高
APP
高出49.7%
15.8%
自由现金流更多
APP
多$779.7M
$507.0M
两年增速更快
APP
近两年复合增速
10.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $2.1B |
| 净利润 | $1.2B | $331.0M |
| 毛利率 | 88.9% | 69.4% |
| 营业利润率 | 78.2% | 27.2% |
| 净利率 | 65.5% | 15.8% |
| 营收同比 | 59.0% | 11.3% |
| 净利润同比 | 109.2% | 53.7% |
| 每股收益（稀释后） | $3.56 | $4.87 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收APPROP
| Q1 26 | $1.8B | $2.1B | ||
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.5B | $1.9B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.1B | $1.7B |
净利润APPROP
| Q1 26 | $1.2B | $331.0M | ||
| Q4 25 | $1.1B | $428.4M | ||
| Q3 25 | $835.5M | $398.5M | ||
| Q2 25 | $819.5M | $378.3M | ||
| Q1 25 | $576.4M | $331.1M | ||
| Q4 24 | $599.2M | $462.3M | ||
| Q3 24 | $434.4M | $367.9M | ||
| Q2 24 | $310.0M | $337.1M |
毛利率APPROP
| Q1 26 | 88.9% | 69.4% | ||
| Q4 25 | 95.2% | 69.5% | ||
| Q3 25 | 87.6% | 69.5% | ||
| Q2 25 | 87.7% | 69.2% | ||
| Q1 25 | 81.7% | 68.7% | ||
| Q4 24 | 76.7% | 68.3% | ||
| Q3 24 | 77.5% | 69.2% | ||
| Q2 24 | 73.8% | 69.5% |
营业利润率APPROP
| Q1 26 | 78.2% | 27.2% | ||
| Q4 25 | — | 28.6% | ||
| Q3 25 | 76.8% | 28.4% | ||
| Q2 25 | 76.1% | 28.2% | ||
| Q1 25 | 44.7% | 27.9% | ||
| Q4 24 | 44.3% | 28.0% | ||
| Q3 24 | 44.6% | 28.1% | ||
| Q2 24 | 36.2% | 28.8% |
净利率APPROP
| Q1 26 | 65.5% | 15.8% | ||
| Q4 25 | 82.7% | 20.8% | ||
| Q3 25 | 59.5% | 19.8% | ||
| Q2 25 | 65.1% | 19.5% | ||
| Q1 25 | 38.8% | 17.6% | ||
| Q4 24 | 43.6% | 24.6% | ||
| Q3 24 | 36.3% | 20.8% | ||
| Q2 24 | 28.7% | 19.6% |
每股收益（稀释后）APPROP
| Q1 26 | $3.56 | $4.87 | ||
| Q4 25 | $3.24 | $3.97 | ||
| Q3 25 | $2.45 | $3.68 | ||
| Q2 25 | $2.39 | $3.49 | ||
| Q1 25 | $1.67 | $3.06 | ||
| Q4 24 | $1.72 | $4.29 | ||
| Q3 24 | $1.25 | $3.40 | ||
| Q2 24 | $0.89 | $3.12 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $2.8B | $382.9M |
| 总债务越低越好 | $3.5B | $9.7B |
| 股东权益账面价值 | $2.4B | $18.8B |
| 总资产 | $7.7B | $34.6B |
| 负债/权益比越低杠杆越低 | 1.49× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资APPROP
| Q1 26 | $2.8B | $382.9M | ||
| Q4 25 | $2.5B | $297.4M | ||
| Q3 25 | $1.7B | $320.0M | ||
| Q2 25 | $1.2B | $242.4M | ||
| Q1 25 | $551.0M | $372.8M | ||
| Q4 24 | $741.4M | $188.2M | ||
| Q3 24 | $567.6M | $269.6M | ||
| Q2 24 | $460.4M | $251.5M |
总债务APPROP
| Q1 26 | $3.5B | $9.7B | ||
| Q4 25 | $3.5B | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.5B | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益APPROP
| Q1 26 | $2.4B | $18.8B | ||
| Q4 25 | $2.1B | $19.9B | ||
| Q3 25 | $1.5B | $20.0B | ||
| Q2 25 | $1.2B | $19.6B | ||
| Q1 25 | $575.4M | $19.2B | ||
| Q4 24 | $1.1B | $18.9B | ||
| Q3 24 | $938.2M | $18.5B | ||
| Q2 24 | $814.8M | $18.1B |
总资产APPROP
| Q1 26 | $7.7B | $34.6B | ||
| Q4 25 | $7.3B | $34.6B | ||
| Q3 25 | $6.3B | $34.6B | ||
| Q2 25 | $6.0B | $33.2B | ||
| Q1 25 | $5.7B | $31.4B | ||
| Q4 24 | $5.9B | $31.3B | ||
| Q3 24 | $5.4B | $31.6B | ||
| Q2 24 | $5.3B | $29.8B |
负债/权益比APPROP
| Q1 26 | 1.49× | 0.52× | ||
| Q4 25 | 1.65× | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.22× | 0.40× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $1.3B | — |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $507.0M |
| 自由现金流率自由现金流/营收 | 69.8% | 24.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | 1.07× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流APPROP
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $738.0M | ||
| Q3 25 | $1.1B | $869.5M | ||
| Q2 25 | $772.2M | $404.1M | ||
| Q1 25 | $831.7M | $528.7M | ||
| Q4 24 | $701.0M | $722.2M | ||
| Q3 24 | $550.7M | $755.4M | ||
| Q2 24 | $454.5M | $384.1M |
自由现金流APPROP
| Q1 26 | $1.3B | $507.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率APPROP
| Q1 26 | 69.8% | 24.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度APPROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率APPROP
| Q1 26 | 1.07× | — | ||
| Q4 25 | 1.19× | 1.72× | ||
| Q3 25 | 1.26× | 2.18× | ||
| Q2 25 | 0.94× | 1.07× | ||
| Q1 25 | 1.44× | 1.60× | ||
| Q4 24 | 1.17× | 1.56× | ||
| Q3 24 | 1.27× | 2.05× | ||
| Q2 24 | 1.47× | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
